+248.4%
LIN vs XLC
+143.7%
+104.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.3% |
| 7D | -2.1% | -0.8% | -1.3% | -1.7% |
| 30D | -2.4% | +1.0% | -3.5% | -3.1% |
| 3M | -5.6% | -0.7% | -4.9% | -5.5% |
| 6M | -3.4% | -5.1% | +1.8% | -0.9% |
| YTD | +13.1% | -4.3% | +17.4% | +15.3% |
| 1Y | +2.5% | -0.6% | +3.0% | +1.9% |
| 3Y | +27.6% | +72.7% | -45.1% | -11.3% |
| 5Y | +63.0% | +38.0% | +25.0% | +30.9% |
| All | +248.4% | +143.7% | +104.7% | +74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLC.
Daily Out/Under-Performance
Portfolio return minus XLC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded XLC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling